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Nerve Centre KPIs · Audit Profile · Sentiment Settings The questions an SMB-to-mid-market finance + operations lead asks at 9am on Monday: did yesterday’s storefront orders all land in Acumatica as sales orders + invoices, is multi-warehouse stock-on-hand drifting from the storefront, is AR aging concentrating on customers still placing new ecom orders, and are GL batches posting cleanly so the period can close. Cross-references the ecommerce platforms (BigCommerce / Adobe Commerce / Shopify) - an order with no matching Acumatica invoice, inventory variance on active-order SKUs, or overdue AR on a still-shipping customer are the killer reconciliation findings no single tool can see.

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What this audit checks

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Authentication & access

  • OAuth2 token refresh against /identity/connect/token succeeds (client_id + client_secret + refresh_token, scope api offline_access)
  • Connected Application has the api scope and the integration user’s role grants read access to SalesOrder / Invoice / Customer / StockItem / JournalTransaction entities
  • Contract API version resolves - GET /entity/Default//Company returns the tenant without a 404 (wrong version) or 401 (bad token)
  • License-tier concurrent-request limit headroom - sustained 429 / ‘License limit exceeded’ indicates the API seat is saturated by other integrations

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Order-to-cash health

  • Sales orders stuck in Hold / PendingApproval >48h (approval-routing rule broken - blocks fulfilment + invoicing)
  • Order-to-cash velocity (storefront order → invoice paid) regressing >20% vs trailing 30d
  • Invoices in Hold / PendingApproval blocking AR recognition
  • Sales orders Completed but with no corresponding AR invoice after the sync window (revenue not recognised)

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Inventory & distribution health

  • Any warehouse QtyOnHand negative (receipt / shipment posting error or oversell)
  • Stock days-on-hand >120d on >10% of SKUs (slow movers tying up working capital)
  • Warehouse-level stockout (QtyAvailable = 0) on a SKU with open sales orders
  • Inventory turns annualised <4 (distribution-edition efficiency floor)

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AR & GL economics

  • AR aged 60+ days above 15% of total AR balance
  • Days Sales Outstanding (DSO) above 60 days
  • GL journal batches Unposted / OnHold above 50 (close-cycle backlog)
  • GL batch with DebitTotal != CreditTotal (imbalanced - blocks period close)
  • Financial period open past its scheduled close date by >5 days

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Cross-channel: Acumatica vs ecommerce reconciliation

  • Storefront order has no matching Acumatica sales order/invoice after the sync window (sibling = bigcommerce.order / shopify.order / adobe_commerce.order, by external_ref)
  • Acumatica aggregate QtyAvailable drifts >5% from storefront available qty on SKUs with active orders (sibling = bigcommerce.product / shopify.product / adobe_commerce.product, by InventoryID=sku)
  • Ecom customer with completed orders absent from Acumatica customer master after 7d (sibling = bigcommerce.customer / shopify.customer, by email)
  • Customer with AR aged 60+ days still placing new ecom orders (credit risk compounding, sibling = ecommerce customer by email)

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Severity thresholds

SignalWarnCritical
erp_open_journal_count2550
erp_journal_imbalance_count15
erp_inventory_variance_pct15
erp_ar_aging_60d_pct515
erp_customer_master_drift510
erp_period_close_overdue_days15
erp_dso_days4560
stock_days_on_hand90120
orders_on_hold_count510

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Data sources

  • POST /identity/connect/token - OAuth2 token refresh on the per-tenant Identity Server
  • GET /entity/Default/{version}/Company - Auth / tenant validation probe
  • GET /entity/Default/{version}/SalesOrder - Sales orders - order-to-cash, backlog, hold status
  • GET /entity/Default/{version}/Invoice - AR invoices - balance, aging buckets, DSO
  • GET /entity/Default/{version}/Customer - Customer master - credit hold, B2B tax reg, master drift
  • GET /entity/Default/{version}/StockItem - Stock items - cost, status, inventory value
  • PUT /entity/Default/{version}/InventorySummaryInquiry - Per-warehouse QtyOnHand / QtyAvailable allocation inquiry
  • GET /entity/Default/{version}/Project - Projects - margin, milestone billing (Project Accounting module)
  • GET /entity/Default/{version}/JournalTransaction - GL batches - unposted count, debit/credit balance